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Intuitive Surgical

2,110 hedge funds and large institutions have $130B invested in Intuitive Surgical in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 848 increasing their positions, 811 reducing their positions, and 266 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 811

3.6% less ownership

Funds ownership: 85.39%81.8% (-3.6%)

7% less funds holding

Funds holding: 2,2652,110 (-155)

22% less capital invested

Capital invested by funds: $168B → $130B (-$37.2B)

26% less call options, than puts

Call options by funds: $1.39B | Put options by funds: $1.87B

28% less funds holding in top 10

Funds holding in top 10: 6849 (-19)

45% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 266

Holders
2,110
Holders Change
-155
Holders Change %
-6.84%
% of All Funds
27.69%
Holding in Top 10
49
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-27.94%
% of All Funds
0.64%
New
147
Increased
848
Reduced
811
Closed
266
Calls
$1.39B
Puts
$1.87B
Net Calls
-$481M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
501
HRT Financial
New York
$9.65M +$6.28M +13,089 +154%
OC
502
Oppenheimer & Co
New York
$9.62M -$211K -440 -2%
NW
503
NewEdge Wealth
Pennsylvania
$9.59M +$167K +348 +2%
Connor, Clark & Lunn Investment Management (CC&L)
504
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.49M +$9.84M +20,505 +2,872%
OQS
505
Occudo Quantitative Strategies
Florida
$9.42M +$7.04M +14,668 +229%
HIMCH
506
Hartford Investment Management Co (HIMCO)
Connecticut
$9.39M -$299K -624 -3%
NRW
507
Nova R Wealth
Kansas
$9.33M -$219K -456 -2%
EPIMS
508
Evelyn Partners Investment Management Services
$9.31M +$732K +1,525 +8%
BPWM
509
Badgley Phelps Wealth Managers
Washington
$9.29M +$9.66M +20,130 +3,083%
NAM
510
NorthCrest Asset Manangement
Minnesota
$9.25M -$442K -922 -4%
BMSSC
511
B. Metzler seel. Sohn & Co
Germany
$9.16M +$324K +675 +3%
GAM
512
Generali Asset Management
Italy
$9.15M +$632K +1,316 +7%
FCBT
513
First Citizens Bank & Trust
North Carolina
$9.06M -$101K -211 -1%
CPCPP
514
Canada Post Corporation Pension Plan
Canada
$8.97M +$6.72M +13,994 +218%
MASUI
515
MIRAE ASSET SECURITIES (USA) INC.
New York
$8.97M +$9.62M +20,049 New
MCA
516
Martin Capital Advisors
Texas
$8.94M +$7.2K +15 +0.1%
GWMR
517
GC Wealth Management RIA
Massachusetts
$8.94M +$5.3M +11,053 +124%
MGP
518
Metis Global Partners
California
$8.85M -$450K -938 -5%
ET
519
Entropy Technologies
New York
$8.77M +$9.41M +19,606 New
Capstone Investment Advisors
520
Capstone Investment Advisors
New York
$8.64M +$7.63M +15,895 +465%
KAS
521
Kestra Advisory Services
Texas
$8.61M +$621K +1,295 +7%
Verition Fund Management
522
Verition Fund Management
Connecticut
$8.58M +$1.94M +4,033 +27%
AWA
523
Arkadios Wealth Advisors
Georgia
$8.52M +$755K +1,573 +9%
VIM
524
Vinva Investment Management
Australia
$8.5M +$4.76M +9,925 +105%
ORI
525
Oak Ridge Investments
Illinois
$8.5M +$236K +492 +3%